Patten Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Patten Group’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-10	Closed	-$3K	–	643
2017 Q3	$3K	Buy	+10	New	+$2.46K	﹤0.01%	569
2017 Q2	–	Sell	-19	Closed	-$5K	–	671
2017 Q1	$5K	Buy	+19	New	+$4.42K	﹤0.01%	522
2016 Q3	–	Sell	-14	Closed	-$1.43K	–	655
2016 Q2	$1.43K	Buy	14 +6	+75%	+$1.25K	﹤0.01%	602
2016 Q1	$3K	Buy	+8	New	+$1.56K	﹤0.01%	577
2015 Q1	–	Sell	-1,900	Closed	-$3K	–	232
2014 Q4	$3K	Buy	+1,900	New	+$382K	﹤0.01%	251

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Patten Group's SPY Position: Q1 2026 in Review

Patten Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.8% in Q1 2026, selling an estimated $602K and leaving 10,470 shares worth $6.81M. The position accounts for 1.18% of the portfolio, ranked #14.

Patten Group first reported a position in SPY in Q4 2014 and has held it in 46 quarters since. The position peaked at $37.9M in Q4 2020. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Patten Group held 10,470 shares of State Street SPDR S&P 500 ETF Trust worth $6.81M as of Q1 2026.
Patten Group sold 886 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $602K.
State Street SPDR S&P 500 ETF Trust made up 1.18% of Patten Group's portfolio in Q1 2026, its #14 holding.
Patten Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 46 quarters since.
Patten Group's State Street SPDR S&P 500 ETF Trust position peaked at $37.9M in Q4 2020.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.